Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,564 | $81,276-64.9% | $155,574-81.6% | $80,925-64.7% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 37.68% | 33.36%+4.3pp | 64.87%-27.2pp | 35.65%+2.0pp |
| Employer contribution / active EE | $2,355 | $3,103-24.1% | $4,676-49.6% | $2,756-14.6% |
| Participant deferral / active EE | $3,748 | $3,453+8.6% | $5,629-33.4% | $4,299-12.8% |
| Admin fee / account holder | $7,223 | $7,993-9.6% | $15,914-54.6% | $6,940+4.1% |